Bennison Brown | Stocks and Shares ISA

Open a Stocks and Shares ISA

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Benefits of opening a stocks & shares ISA

A Stocks and Shares ISA allows you to make a tax-free investment up to £20,000 in stocks and shares.

Benefits of opening a stocks and shares ISA

  • Tax-efficiency– no income tax or capital gains tax is made on profits from the ISA
  • Access to the potential gains from stock investing – The stock market has more room for potential gains (however this comes with additional risk, and investment value can also fall)
  • Solutions are tailored to your circumstances – We take into account your personal preferences including your attitudes to risk, and we let you pick the most suitable investment option for you.
  • Ease of access - There is no penalty for withdrawing your funds

Opening a stocks & shares ISA is often a logical first step for someone looking to make the most out of their investments. If you are considering opening one, submit an enquiry below to organise a free initial consultation.

Please note:

  • Investors do not pay any personal tax on income or gains, but ISAs do pay unrecoverable tax on income from stocks and shares received by the ISA managers.
  • Tax treatment varies according to individual circumstances and is subject to change.

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Step by step process

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We gather information on your situation
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We discover your needs and objectives and assess your attitude towards risk
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We search a range of available products available and recommend an appropriate one to you
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We provide a you a financial report with all key pieces of information
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We implement your product through a chosen provider
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We continue to update and advise on your ongoing investment